Ibex Wealth Advisors Energy Sector Spdr Transaction History

Ibex Wealth Advisors

$728 Million
Q1 2025

A detailed history of Ibex Wealth Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Ibex Wealth Advisors holds 22,100 shares of XLE stock, worth $1.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

22,100

Previous 21,869 1.06%

Holding current value

$1.8 Million

Previous $1.87 Million 9.02%

% of portfolio

0.28%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$85.7 - $93.96 $19,796 - $21,704	231 Added 1.06%	22,100 $2.04 Million
Q4 2024 Jan 23, 2025	BUY	$83.32 - $97.27 $1.82 Million - $2.13 Million	21,869 New	21,869 $1.87 Million
Q4 2022 Feb 06, 2023	SELL	$76.09 - $94.08 $25,870 - $31,987	-340 Reduced 0.82%	41,078 $3.59 Million
Q3 2022 Oct 31, 2022	SELL	$67.49 - $84.09 $4,319 - $5,381	-64 Reduced 0.15%	41,418 $2.98 Million
Q2 2022 Aug 16, 2022	BUY	$70.66 - $92.28 $1.15 Million - $1.51 Million	16,337 Added 64.97%	41,482 $2.97 Million
Q1 2022 May 16, 2022	BUY	$57.22 - $78.75 $14,934 - $20,553	261 Added 1.05%	25,145 $1.92 Million
Q4 2021 Feb 22, 2022	SELL	$53.01 - $59.14 $28,254 - $31,521	-533 Reduced 2.1%	24,884 $1.38 Million
Q3 2021 Nov 12, 2021	BUY	$45.79 - $54.81 $38,005 - $45,492	830 Added 3.38%	25,417 $1.32 Million
Q2 2021 Aug 20, 2021	BUY	$47.07 - $56.19 $159,614 - $190,540	3,391 Added 16.0%	24,587 $1.33 Million
Q1 2021 May 05, 2021	BUY	$37.96 - $53.57 $804,600 - $1.14 Million	21,196 New	21,196 $1.04 Million
Q3 2019 Nov 12, 2019	SELL	$59.2 - $63.13 $10,537 - $11,237	-178 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	178 New	178 $11,000

Others Institutions Holding XLE

# of Institutions

2,188

Shares Held

232M

Call Options Held

57.9M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.

Account

Ibex Wealth Advisors Energy Sector Spdr Transaction History